US asset class outperformance to continue US equities, bonds and the currency have been the best performers across asset classes over the last one year period. The strong performanRead More
Corporate performance is better than the economy’s performance Corporate performance in fiscal 2011-12 in India has been better than the performance of the economy and this tRead More
Will India and China continue to trail developed markets? India and China are seeing domestic economic issues taking its toll on its markets. The Nifty and Shanghai composite are dRead More
What can drive markets higher in March? Indian financial markets are looking forward to better growth rates in fiscal 2012-13 with growth driven by easing policy stance by the RBI Read More
Will the good start continue? Global markets Equity, gold, emerging currencies and bonds all rallied in January 2012 leading one to believe that all the bad news is over for marketRead More
The year 2012 will start on a volatile note State elections in India, government finances, third quarter results of corporates, liquidity and rate cut expectations will ensure volaRead More
What should the markets look for in December 2011? There could be Christmas cheer for Indian markets if global and domestic factors play out positively. Markets go into the end of Read More
Indian markets have some catching up to do Indian equity, currency and bonds have been one of the worst performing asset classes on a year on year basis. Table 1 shows the performaRead More
Greece bailout or policy easing in India and China can ease selling pressure Financial markets will go into October looking for reasons for trend reversals. The reason could arise Read More
Investors are Idiots – Fortnight of 1st September 2011 Issue 6 Play for trend reversal August washed out one year gains for most markets. The August debacle has left equity Read More